Centrus Energy reported FY 2025 revenue of $448.7 million, a modest 1.5% increase, with gross profit rising 5% to $117.5 million and net income of $77.8 million. Growth was driven by a 21% jump in SWU sales, while uranium revenue fell 54% after a one‑time 2024 sale. The company secured a $900 million Department of Energy HALEU enrichment award, expanding its backlog to $3.8 billion and positioning it for domestic LEU and HALEU supply. Guidance for 2026 projects flat revenue and $350‑$500 million capital spend, supported by $2 billion cash and a new Fluor EPC partnership.
Golar LNG reported Q4 2025 revenue of $87.5 million and full‑year revenue of $340 million, with adjusted net income of $23.3 million ($0.43 per share). The company declared a $0.75 per share dividend – its 18th consecutive payout – yielding roughly 11.5%. A...
Federal Signal reported a record $555 million in net sales for Q3 2025, up 17% year‑over‑year, driven by strong organic growth in both its Environmental Solutions and Safety & Security groups. Adjusted EBITDA margin expanded to 20.9%, a 130‑basis‑point improvement, while GAAP...
Agilon Health reported FY 2025 revenue of $5.93 billion but posted a negative medical margin of $57 million and an adjusted EBITDA loss of $296 million, with the medical cost trend rising to 6.5% and a $35 million operating expense reduction. Management guided 2026 revenue...
The Honest Company finished 2025 with a strategic pull‑back from apparel, direct‑to‑consumer fulfillment, and its Canadian business, sharpening its focus on wipes, personal‑care and a leaner diaper line. Reported revenue fell to $371.3 million, yet adjusted gross margin rose to 38.7%...
Churchill Downs reported 2019 net revenue of $1.3 billion and a record adjusted EBITDA of $451 million, up 32% and 37% year‑over‑year respectively. The company returned $115 million to shareholders and has now delivered over $1 billion in cumulative returns across five years while...
Trinity Industries reported a full‑year EPS of $3.14, a 73% increase driven largely by a $1.5 per‑share gain from a railcar partnership restructuring. Revenue reached $2.2 billion, while the Leasing and Services segment posted a 53% rise in operating profit thanks...
SM Energy announced that its merger will create a top‑10 U.S. independent oil producer with roughly 526,000 barrels of oil equivalent per day and 1.5 billion BOE of pro forma proved reserves. The combined entity will hold over 800,000 net acres,...
Gilat Satellite Networks reported a 75% year‑over‑year revenue jump to $137 million in Q4 2025, delivering $451.7 million for the full year, driven by strong commercial, defense, and Peru segments. Adjusted EBITDA rose 50% to $18.2 million in the quarter, while GAAP gross...
Southwest Gas Holdings completed its transformation into a pure‑play regulated natural‑gas utility by fully divesting Century, using the $1.35 billion sale proceeds to retire all holding‑company debt and boost cash to nearly $780 million. The company reaffirmed its 2025 net‑income outlook at...
Dole plc reported full‑year adjusted EBITDA of $395 million, a modest 1% increase year‑over‑year and ahead of its guidance. Revenue rose 8.2% to £9.2 billion, while net income fell to £82 million due to discontinued operations and non‑cash charges. The company completed the...
Crescent Capital BDC reported Q4 2025 net investment income of $0.46 per share, delivering 110% coverage of its $0.42 regular dividend. Net asset value slipped to $19.28 per share, driven by $0.15 per share of unrealized losses from tariff‑impacted borrowers....
Quad/Graphics (OUT) posted Q4 2025 results with net sales of $631 million, a 5.7% decline driven by weaker paper and logistics volumes. Adjusted EBITDA fell to $55 million for the quarter and $196 million for the year, while adjusted diluted EPS held at...
MiMedx Group reported record Q4 2025 results, posting $118 million in net sales—a 27% year‑over‑year increase—and adjusted EBITDA of $29 million, representing 25% of revenue. The company highlighted a strong profit profile with an adjusted gross margin of 86% and GAAP net...
Procept Biorobotics reported a 48% year‑over‑year revenue increase to $79.2 million in Q2 2025, driven by strong U.S. growth and a 58% surge in handpiece and consumable sales. Gross margin expanded to 65.4%, up 640 basis points, while adjusted EBITDA loss narrowed...
McGrath RentCorp posted Q4 2025 net income of $34.8 million, or $2.79 per share, and full‑year earnings of $134 million, $10.41 per share. Loan growth accelerated to more than 12% quarter‑over‑quarter while deposits rose 7.4% in the quarter, indicating strong demand. At...
Barrett Business Services reported an 8.6% increase in gross billings to $2.32 billion for Q4 2025, driven by strong PEO growth and a record addition of 10,400 worksite employees, up 6.1% year‑over‑year. Net income per diluted share rose 7% to $0.79,...
Charter Communications appointed former Frontier CEO Nick Jeffery as chief operating officer, effective September 1. Jeffery will oversee Marketing and Sales, Field Operations, and Customer Operations for Spectrum’s residential and business segments. His tenure at Frontier featured accelerated fiber deployment,...
Pennant Group reported Q2 2025 revenue of $219.5 million, up 30.1% year‑over‑year, and adjusted EBITDA of $16.4 million, up 24.5%. All three operating segments—home health & hospice, senior living, and other services—showed double‑digit growth, with home health/hospice revenue reaching $166 million and senior...
Innoviz Technologies reported record first‑half 2025 revenue of $27.1 million, a 46% YoY increase, and reduced Q2 cash burn to $7.3 million while holding $79.4 million in cash. The company reaffirmed its full‑year revenue target of $50‑$60 million and raised its NRE booking outlook...
Soleno Therapeutics reported $190.4 million in net revenue for fiscal 2025, representing less than nine months of commercial sales of its VICAT XR therapy. The company turned profitable, posting $20.9 million net income and generating $48.7 million of operating cash in Q4, ending the...
Clear Secure Inc. posted record Q4 2025 results, with revenue of $240.8 million, a 16.7% year‑over‑year increase, and total bookings up 25.4% to $287.1 million, driven largely by ClearOne enterprise wins. Adjusted EBITDA reached $79.9 million, delivering a 33.2% margin, while free cash...
Nu Skin Enterprises reported FY 2025 adjusted EPS of $1.27, a 51% increase, with full‑year revenue of $1.49 billion and Q4 revenue of $370 million, both within guidance. Operating margin rose to 6.7% and cash balance reached $240 million while debt fell to...
Boston Market, once a thriving rotisserie chicken chain with over 1,200 locations in the 1990s, has dwindled to fewer than 20 restaurants by early 2024. The decline accelerated after aggressive cost‑cutting eroded food quality and coincided with grocery retailers offering...
ACADIA Pharmaceuticals reported record adjusted 2025 revenue of $1.08 billion, up 14% year‑over‑year, driven by strong performance of NUPLAZID and DAYBUE. The company forecast 2026 total revenue between $1.22 billion and $1.28 billion, with NUPLAZID sales expected to reach $760‑$790 million and DAYBUE $460‑$490 million....
HNI Corp reported third‑quarter 2025 non‑GAAP EPS of $1.10, a 7% year‑over‑year increase, and posted a record non‑GAAP operating margin of 10.8%. Workplace furnishings sales rose 3% organically, with segment margin surpassing 12% after a 40‑basis‑point improvement. Management reaffirmed its...
Emotive’s founders Simon Joyce and Ben Keep acquired the agency from ARN Media for a nominal $1, with a contingent $1.5 million earn‑out tied to future performance. The firm reported $10.8 million in revenue and a modest $72 k pre‑tax profit in 2024,...
SPS Commerce reported another year of growth, posting $751.5 million revenue for 2025, up 18% year‑over‑year, and a 13% increase in Q4 to $192.7 million. Recurring revenue rose 20% and adjusted EBITDA grew 24% to $231.4 million, while average revenue per user reached...
Astec Industries reported a strong Q4 2025, with adjusted EBITDA climbing 55.7% year‑over‑year to $27.1 million and net sales up 20.1% thanks to robust demand for asphalt and concrete plants and the TerraSource acquisition. The company’s backlog expanded to $449.5 million, including...

Microsoft announced that longtime Xbox leader Phil Spencer is stepping down, with Asha Sharma—formerly head of Microsoft CoreAI—taking the helm. Sharma publicly pledged that Xbox will not tolerate AI‑generated junk, emphasizing human‑crafted art as the core of its games. She...
Brookdale Senior Living reported full‑year 2025 adjusted EBITDA of $458 million, a 19% increase and the fourth straight year of double‑digit growth. Occupancy rose to an 82.5‑83.5% weighted average, the highest level since early 2020, while RevPAR grew 5.7% and adjusted...
Agilent Technologies reported Q1 2026 core revenue of $1.8 billion, up 4.4% year‑over‑year, and non‑GAAP earnings per share of $1.36, meeting internal expectations despite a $10 million hit from a winter storm. Operating margin held at 24.6% after a 50‑basis‑point decline, while...
Today, @ZoomInfo's partnership with @claudeai has reached a new level. 45 seconds is all it took me to fully enrich a list of companies... without leaving Claude. I dropped in a CSV with company names and websites. Asked it to pull headcount,...
Mirum Pharmaceuticals reported $521 million in 2025 net product sales, a 55% year‑over‑year increase driven by Livmarli and bile‑acid medicines, surpassing guidance. Operating expenses rose to $543 million, yet the company generated positive cash flow and ended the year with $391 million in...
GoodRx reported full‑year 2024 revenue of $792.3 million, a 6% year‑over‑year increase, with Q4 revenue of $198.6 million. Adjusted EBITDA rose 20% to $260.2 million, and the adjusted EBITDA margin expanded to 32.8%, up 420 basis points. Prescription‑transaction revenue grew 5% driven by...

iProspect Indonesia’s Faheem Merchant warns that generative AI is ending the era of click‑centric digital advertising and ushering an intent‑driven economy. Brands must shift from demographic targeting to solving the user’s problem at the exact moment an AI model decides...

Kochava unveiled Atlas Performance, the industry’s first Supply Performance System built for premium publishers and platforms. The solution plugs directly into existing ad servers, SSPs and DSPs, avoiding costly technology overhauls, and is powered by the StationOne AI workspace for...

If it doesn't challenge you, it doesn't change you. One can choose to go back toward safety or forward toward growth. Growth must be chosen again and again. - Abraham Maslow
RT Layoffs + AI expectations = danger zone. If you're being asked to "do more with less" and deliver AI ROI, you must evolve the digital operating model or you'll burn out your best people before you see results. #CIO #DigitalTransformation...
Pinterest released its first Parenting Trend Report, revealing a sharp rise in searches for screen‑free activities, no‑phone summer plans, and digital detox aesthetics. The data shows a 200% increase in “screen free activities” queries, a 340% jump for “no phone...
My view in @FortuneMagazine on Pres. Trump's tariffs: "Only 181,000 total jobs were created in the US last year, down from 2.2 million in 2024. Contrary to the Spinmeister-in-Chief, tariffs are, when it comes to jobs, a flop." https://t.co/LtaB5ShdIl
The next bull market may not be American. Dollar weakness changes leadership. If the dollar is in a structural bear, global diversification stops being optional. Capital rotates. Narratives lag. Read the full framework: https://t.co/RJWIidZeAI @DynamicAlphaSol
Firmus announced a partnership with Vast Data to deploy the Vast AI Operating System as the data foundation for its Asia‑Pacific expansion. The collaboration targets high‑throughput, disaggregated GPU clusters, ensuring efficiency across thousands of GPUs in its sovereign AI factories,...
China’s Ministry of Commerce escalated economic pressure on Japan by adding 20 Japanese firms to its export control list and another 20 to a watch list, targeting dual‑use items. Foreign Minister Wang Yi intensified rhetoric, accusing Japan of harboring ambitions...
Paramount is waiving Material Adverse Effect clause for cable network biz. In other words, any declines before close won't effect deal price. Also Paramount agrees to put in more $$ to satisfy lenders if necessary to support the solvency certificate....

AUD/USD remains trapped in a tight 0.7040‑0.7070 range as traders weigh the Reserve Bank of Australia's 3.85% policy rate against looming Australian CPI data. The pair failed to break the 0.7100 resistance, keeping bullish momentum at bay despite a resilient...
Huddly AS announced that its private placement was fully subscribed, issuing 3,750,000 shares at NOK 20 each and raising NOK 75 million in gross proceeds. The net proceeds will be used to repay a NOK 30.75 million shareholder loan and to bridge the company’s cash‑flow...

Brazilian HR‑tech startup Comp announced a $17.5 million Series A round led by Khosla Ventures, marking the Silicon Valley firm’s first investment in Brazil. The round also included Kaszek, Canary, Abstract Ventures and Endeavor Catalyst. Comp’s AI‑driven platform aggregates real‑time salary data...

Whitecap Resources leveraged its May acquisition of rival Veren to boost scale, prompting a credit‑rating upgrade, lower borrowing costs and larger reserves. The expanded footprint enabled the company to lock in two 10‑year natural‑gas supply contracts totaling 85,000 MMBtu per day,...

Microsoft announced Asha Sharma as Xbox's new CEO on February 23, 2026, alongside Chief Commercial Officer Matt Booty. Sharma pledged a "return to Xbox," emphasizing renewed focus on the console platform and the long‑standing fan community. She also signaled a...